Alexander Thompson Arnold Names CIO

Alan Watson

Alan Watson has been appointed to the newly created role of chief information officer at Union City, Tenn.-based Alexander Thompson Arnold (FY18 net revenue of $26.6 million).

Watson previously served as principal consultant at Digital Simplicity and EVP-CIO of ChanceLight Behavioral Health, Therapy & Education. He was also awarded a Citrix Innovation Award for excellence in collaborating, networking and virtualization for his work creating customized learning resources in a secure, highly regulated environment.

“As ATA continues to grow and evolve, we saw a need to position ourselves as an innovative accounting firm that uses technology to create a strategic advantage for our firm and our clients,” MP John Whybrew notes on the creation of the CIO position.

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Cotton & Company Names New MP, Structural Changes

Steve Koons

Steve Koons has been elected MP at Cotton & Company of Alexandria, Va. (FY18 net revenue of $30 million), succeeding Matthew Johnson, who had held the post since 2006.

Koons joined the firm in 2010 after working for the U.S. Government Accountability Office and the Office of Inspector General at the Board of Governors of the Federal Reserve System, and was elected partner in 2014.

The firm also announced that it has restructured its legacy Financial and Information Assurance (IA) practices into new assurance and advisory practices in a realignment that is expected to be largely completed by April. With the aim of enhancing its collaborative, multi-disciplinary service offerings, the assurance practice will focus on federal financial statement audits and related performance audits, while the advisory practice will focus on consulting engagements.

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Josh Beck Named New MP of MarksNelson

Josh Beck

Josh Beck has been named MP of MarksNelson (FY18 net revenue of $26.3 million) of Kansas City, Mo.

Beck, a partner in the advisory practice, succeeds Mark Radetic as part of a multi-year succession plan, the firm announced. Beck is also a member of the executive committee and leads the real estate niche.

“MarksNelson employs some of the best and brightest professionals in our industry united by a sincere care for our clients, our team and our community. It is my mission to uphold the legacy we have established over the last 50 years while always evolving to meet the ever-changing needs of our clients,” Beck says.

Beck previously founded an advisory firm that merged with MarksNelson. The firm has added new services including accounting automation, business intelligence, data science services, enterprise resource planning, client relationship management solutions and software customization.

GBQ Partners Expands to Toledo Area

Columbus, Ohio-based GBQ Partners LLC (FY18 net revenue of $31.7 million) has announced that Weber Clark of Sylvania, Ohio, has joined the firm.

Weber Clark, founded in 1980, has a complementary culture and shares GBQ’s commitment to providing service of exceptional quality, integrity and objectivity, GBQ says.

“GBQ is growing in Ohio, responding to increasing demand for our services,” says Darci Congrove, managing director. “Joining with Weber Clark is an important step in our journey to build a regional firm with deep resources.”

Weber Clark founder Jim Weber and his team join GBQ to bring the total staff count to 219. Weber and his fellow partners will become partners at GBQ and will lead GBQ’s Toledo-area office.

“We have worked with GBQ team members on client matters for several years. The combination of the two firms will support our firm’s continued growth and ability to provide strategic ideas and solutions to our growing clients,” Weber says.

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Calibre CPA Group Admits Two Professionals to the Partnership

Bethesda, Md.-based Calibre CPA Group (FY18 net revenue of $33.5 million) has admitted Rudy Coertzen and Patty Lovett to the partnership group.

Coertzen works with organizations in a wide range of industries including media, entertainment, information technology, financial services and the public and not-for-profit sectors. His expertise is as an interim financial manager and controller, troubleshooting for clients and preparing annual federal and state returns.

Lovett began as an auditor and later became a controller. Since joining Calibre in 2015, she has worked with many tax-exempt organizations with both national and international presence, including faith-based institutions, labor unions, foundations supporting cutting-edge medical research, judicial associations, foundations supporting development of infrastructure in Africa and other sectors. She also specializes in formulating policies, procedures, controls and reporting systems that will maximize results for each entity.

Untracht Early Admits New Principal and Announces Promotions

Florham Park, N.J.-based Untracht Early (FY18 net revenue of $29.8 million) has recently expanded its assurance practice by admitting a new principal and promoting two long-term professionals.

Timothy Schnall was hired and admitted as a principal, Robert Slootmaker was admitted as a partner, and Dennis Murtha was promoted to executive director.

The move adds experienced leaders to the assurance practice.

Schnall joins Untracht Early following a 22-year career serving alternative investment clients as an audit partner in the investment management practice at a Big 4 firm. His specialty areas include accounting, financial reporting, internal control and audit assistance services for private equity funds, hedge funds, fund of funds, infrastructure funds and real estate funds. His clients range from start-up managers to complex, multinational financial institutions.

Slootmaker has been with Untracht Early since 2009. In his new role as principal of the firm, he will continue to provide assurance services, financial statement preparation services, outsourced accounting services and partnership taxation services to his clients. He works primarily with investment management companies, private equity funds, broker-dealers, commercial clients and employee benefit plans. He also implements professional development programs.

A professional with the firm since 2003, Murtha now joins its team of executive directors who work in tandem with the firm’s principals in their practice areas to share supervisory responsibility and execute strategy design and implementation. He works primarily with investment management companies, real estate investment companies and other commercial clients. Murtha has oversight responsibility for compilations, reviews and audit engagements.

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Adelsberger Marketing Joins Alexander Thompson Arnold CPAs

A partnership has been announced between Adelsberger Marketing of Jackson, Tenn., and Union City, Tenn.-based Alexander Thompson Arnold (FY18 net revenue of $26.6 million).

“As our digital marketing firm has grown over the past five years, we were ready to take the next step,” says Kevin Adelsberger, owner and founder of Adelsberger Marketing. “Joining forces with ATA and their client base throughout West Tennessee and the Southeast was a perfect match.”

ATA partner Stephen Eldridge says, “Bringing Adelsberger Marketing into our expanding family of companies enables ATA to offer our clients a larger array of marketing services.”

Founded in 2014, Adelsberger Marketing offers videography, content marketing, digital advertising, social media, websites and branding.

ATA has 14 office locations in Tennessee, Kentucky and Mississippi, and provides a wide array of accounting, auditing, tax and consulting services. ATA is an alliance member of BDO USA.

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REDW Merges in HR Consulting and Legal Practice

Albuquerque, N.M.-based REDW LLC (FY18 net revenue of $30.7 million) has merged in Human Resources Experience, an HR consulting and legal practice, also located in Albuquerque.

The firm was founded by attorney Cristin M. Heyns-Bousliman, who has joined REDW as practice leader in human resources consulting. She will transition to department leader by July 1. In both roles, she will apply her extensive legal understanding of federal and state employment law, HR management and strategy, employee relations, compensation and benefits, and employee engagement to help clients with HR issues.

According to Steve Cogan, REDW’s MP, “Our decision to add Cristin to the REDW team aligns with our strategic plan to meet the ever-evolving needs of clients, ensure effective succession planning, and expand an important piece of the firm’s consulting services.”

Heyns-Bousliman is a former litigation attorney specializing in employment law. She has represented employers in matters involving a wide range of state and federal laws. In 2018, she started Human Resources Experience.

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Cotton & Company Admits 3 New Partners

Cotton & Company (FY18 net revenue of $30 million) of Alexandria, Va., has admitted three partners.

Jason Boberg joined Cotton & Company in March 2013 as a senior auditor and was admitted as a partner with the firm’s contracts and grants and litigation services practice. He provides litigation support services, financial consulting and performance audits to federal and state government clients.

Liz Lang joined Cotton & Company in April 2019 as a director and was admitted as a partner with the firm’s assurance services practice. She conducts financial statement and performance audits at organizations ranging in size and complexity.

Harrison Lee joined Cotton & Company in January 2009 as a staff auditor and was admitted as a partner with the firm’s advisory services practice. He manages Federal Information Security Modernization Act (FISMA) audits and reviews, financial statement audits, performance audits and IT consulting engagements for multiple federal clients.

REDW Admits 3 to Leadership Team

Albuquerque, N.M.-based REDW LLC (FY18 net revenue of $30.7 million) announces that three team members have been admitted as principals: Brian Foltyn, based in Phoenix, and Stephen Montoya and James Ortiz in REDW’s Albuquerque office.

Foltyn leads valuation and advisory services in REDW’s Phoenix office. He offers services in business valuation, strategic planning, dispute advisory and mergers and acquisitions. Prior to joining REDW LLC in 2017, Foltyn served in Plante & Moran’s forensic and valuation services group.

Montoya has dedicated his career to performing audit and advisory services for governmental entities, including tribes and their tribally owned businesses, such as their gaming operations. He has also worked with several prominent state and local governmental entities in New Mexico, including the New Mexico Department of Transportation, New Mexico Finance Authority, Santa Fe County and the city of Albuquerque.

Ortiz heads the state and local tax (SALT) practice, and has helped clients with economic credits and incentives, multistate sales and use tax, and multistate income tax, among others. He has nearly 15 years of SALT experience in government, Fortune 500 companies and public accounting.

“This promotion recognizes both their achievements and their deep commitment to our clients, our profession and the high standards of excellence for which our firm is recognized,” says Steve Cogan, REDW’s managing principal.

Cogan added that their promotion to REDW’s leadership team also highlights the firm’s commitment to talent development and career opportunities, execution of the strategic succession plan, as well as aligning niche practice areas with the firm’s long-term growth strategy. “As our industry continues to experience consolidation and rapid change, our team is welcoming those challenges as new opportunities to innovate, lead and create greater value for our clients and team members.”